Civic Intelligence

Clermont Foundation

EIN 04-6772671 • Boston, MA

CO Howard Cox 220 Boylston St 15Boston, MA 02116
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$25M-$50M nonprofits • Source year 2024

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

20th percentile

$12,693

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

80th percentile

16%

Faster asset growth than 80% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-38%

Faster revenue growth than 7% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$46,216,382

Up $6,204,817 (+16%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$46,216,382

No earlier filing loaded for comparison.

Revenue

Down

$12,304,896

Down $7,456,317 (-38%) from 2023

Expenses

Down

$1,194,118

Down $260,170 (-18%) from 2023

Net Income

Down

$11,110,778

Down $7,196,147 (-39%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $466,984Liabilities 2011: $02011Assets 2012: $1,436,523Liabilities 2012: $02012Assets 2013: $3,900,572Liabilities 2013: $02013Assets 2014: $5,917,291Liabilities 2014: $02014Assets 2015: $11,887,692Liabilities 2015: $02015Assets 2019: $17,831,790Liabilities 2019: $02019Assets 2020: $16,783,122Liabilities 2020: $0Net Assets 2020: $16,783,1222020Assets 2021: $19,187,554Liabilities 2021: $12021Assets 2022: $28,388,228Liabilities 2022: $0Net Assets 2022: $28,388,2282022Assets 2023: $40,011,565Liabilities 2023: $12023Assets 2024: $46,216,382Liabilities 2024: $0Net Assets 2024: $46,216,3822024

Highlighted filing

2024

Assets$46,216,382
Liabilities$0
Net Assets$46,216,382

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10MRevenue 2011: $1,945,932Expenses 2011: $2,246,779Net Income 2011: -$300,8472011Revenue 2012: $5,512,644Expenses 2012: $1,889,938Net Income 2012: $3,622,7062012Revenue 2013: $7,445,289Expenses 2013: $1,546,869Net Income 2013: $5,898,4202013Revenue 2014: $8,107,215Expenses 2014: $2,205,819Net Income 2014: $5,901,3962014Revenue 2015: $17,614,913Expenses 2015: $2,864,045Net Income 2015: $14,750,8682015Revenue 2019: $4,648,172Expenses 2019: $3,820,528Net Income 2019: $827,6442019Revenue 2020: $5,969,307Expenses 2020: $4,214,294Net Income 2020: $1,755,0132020Revenue 2021: $6,547,779Expenses 2021: $1,136,450Net Income 2021: $5,411,3292021Revenue 2022: $19,415,891Expenses 2022: $934,260Net Income 2022: $18,481,6312022Revenue 2023: $19,761,213Expenses 2023: $1,454,288Net Income 2023: $18,306,9252023Revenue 2024: $12,304,896Expenses 2024: $1,194,118Net Income 2024: $11,110,7782024

Highlighted filing

2024

Revenue$12,304,896
Expenses$1,194,118
Net Income$11,110,778

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE DOEExecutive Director-$12,693-$12,693
HOWARD E COX JRTrustee-$0--
WENDY BINGHAMDirector Of Philanthropy-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantASPEN INSTITUTEGENERAL OPERATINGPCWASHINGTON, DC, US$102,500
Paid GrantGLAZER HALLGENERAL OPERATINGPCPALM BEACH, FL, US$100,000
Paid GrantSOUTHAMPTON HOSPITAL FOUNDATIONGENERAL OPERATINGPCSOUTHAMPTON, NY, US$100,000
Paid GrantTRUSTEES OF DARTMOUTH COLLEGEGENERAL OPERATINGPCHANOVER, NH, US$100,000
Paid GrantNORTON MUSEUM OF ARTGENERAL OPERATINGPCWEST PALM BEACH, FL, US$70,000
Paid GrantPRINCETON UNIVERSITYGENERAL OPERATINGPCPRINCETON, NJ, US$61,050
Paid GrantBROOKINGS INSTITUTIONGENERAL OPERATINGPCWASHINGTON, DC, US$50,000
Paid GrantBUSINESS EXECUTIVES FOR NATIONAL SECURITYGENERAL OPERATINGPCWASHINGTON, DC, US$50,000
Paid GrantCOX SCIENCE CENTER AND AQUARIUMGENERAL OPERATINGPCWEST PALM BEACH, FL, US$50,000
Paid GrantNEW ENGLAND HISTORIC GENEALOGICAL SOCIETYGENERAL OPERATINGPCBOSTON, MA, US$50,000
Paid GrantTHE AVENUE CONCEPTGENERAL OPERATINGPCPROVIDENCE, RI, US$40,000
Paid GrantMUSEUM OF FINE ARTS BOSTONGENERAL OPERATINGPCBOSTON, MA, US$30,000
Paid GrantPALM BEACH ZOO CONSERVATIONGENERAL OPERATINGPCWEST PALM BEACH, FL, US$30,000
Paid GrantAMERICAN HEART ASSOCIATIONGENERAL OPERATINGPCDALLAS, TX, US$25,000
Paid GrantBOYS AND GIRLS CLUBS OF PALM BEACH COUNTYGENERAL OPERATINGPCWEST PALM BEACH, FL, US$25,000
Paid GrantCLEVELAND CLINIC FLGENERAL OPERATINGPCINDEPENDENCE, OH, US$25,000
Paid GrantTHE SOCIETY OF THE CINCINNATIGENERAL OPERATINGPCWASHINGTON, DC, US$22,000
Paid GrantBRIGHAM AND WOMEN'S HOSPITALGENERAL OPERATINGPCBOSTON, MA, US$20,000
Paid GrantEAST END HOSPICEGENERAL OPERATINGPCWESTHAMPTON BEACH, NY, US$15,000
Paid GrantPROMISE FUND OF FLGENERAL OPERATINGPCPALM BEACH, FL, US$15,000
Paid GrantTHE CHURCH OF BETHESDA BY THE SEAGENERAL OPERATINGPCPALM BEACH, FL, US$15,000
Paid GrantBOSTON SYMPHONY ORCHESTRAGENERAL OPERATINGPCBOSTON, MA, US$10,000
Paid GrantCATHOLIC SCHOOLS FOUNDATIONGENERAL OPERATINGPCBOSTON, MA, US$10,000
Paid GrantGLADES ACADEMY FOUNDATIONGENERAL OPERATINGPCWEST PALM BEACH, FL, US$10,000
Paid GrantHOPE FOR DEPRESSION RESEARCHGENERAL OPERATINGPCNEW YORK, NY, US$10,000
Paid GrantPALM BEACH COUNTRY CLUB FOUNDATIONGENERAL OPERATINGPCPALM BEACH, FL, US$10,000
Paid GrantTOWN OF PALM BEACH UNITED WAYGENERAL OPERATINGPCPALM BEACH, FL, US$10,000
Paid GrantWOODS HOLE OCEANOGRAPHIC INSTITUTIONGENERAL OPERATINGPCWOODS HOLE, MA, US$10,000
Paid GrantTHE SOCIETY OF THE FOUR ARTSGENERAL OPERATINGPCPALM BEACH, FL, US$10,000
Paid GrantST CHRISTOPHER'S EPISCOPAL CHURCHGENERAL OPERATINGPCWEST PALM BEACH, FL, US$8,000
Paid GrantST ANDREW'S DUNE CHURCHGENERAL OPERATINGPCSOUTHAMPTON, NY, US$5,125
Paid GrantAMERICAN FRIENDS OF THE HEBREW UNIVERSITYGENERAL OPERATINGPCNEW YORK, NY, US$5,000
Paid GrantBULAMU HEALTHCAREGENERAL OPERATINGPCPALO ALTO, CA, US$5,000
Paid GrantCENTER FOR CREATIVE EDUCATIONGENERAL OPERATINGPCWEST PALM BEACH, FL, US$5,000
Paid GrantCITIZENS FOR NATIONAL SECURITYGENERAL OPERATINGPCAUSTIN, TX, US$5,000
Paid GrantDEBUTANTE COTILLION & CHRISTMAS BALLGENERAL OPERATINGPCNEW YORK, NY, US$5,000
Paid GrantMIDDLE EAST CHILDRENS INSTITUTEGENERAL OPERATINGPCWASHINGTON, DC, US$5,000
Paid GrantPALM BEACH CIVIC ASSOCIATIONGENERAL OPERATINGPCPALM BEACH, FL, US$5,000
Paid GrantPALM BEACH POLICE & FIRE FOUNDATIONGENERAL OPERATINGPCWEST PALM BEACH, FL, US$5,000
Paid GrantTHE PRESERVATION FOUNDATION OF PALM BEACHGENERAL OPERATINGPCPALM BEACH, FL, US$5,000
Paid GrantQUOGUE JUNIOR THEATER TROUPEGENERAL OPERATINGPCQUOGUE, NY, US$2,500
Paid GrantTHE NATIONAL WWII MUSEUMGENERAL OPERATINGPCNEW ORLEANS, LA, US$2,500
Paid GrantCOLLEGIATE SCHOOLGENERAL OPERATINGPCNEW YORK, NY, US$2,000
Paid GrantTHE JAMES C FERRER EDUCATION FUNDGENERAL OPERATINGPCSOUTHAMPTON, NY, US$2,000
Paid GrantTHE ORDER OF ST JOHNGENERAL OPERATINGPCWASHINGTON, DC, US$2,000
Paid GrantBATH AND TENNIS CLUB HISTORIC FOUNDATIONGENERAL OPERATINGPCPALM BEACH, FL, US$1,000
Paid GrantCOUNTRY CLUB EMPLOYEE EDUCATION FUNDGENERAL OPERATINGPCCHESTNUT HILL, MA, US$1,000
Paid GrantFRIENDS OF CLERMONTGENERAL OPERATINGPCGERMANTOWN, NY, US$1,000
Paid GrantMILITARY ORDER OF THE WORLDGENERAL OPERATINGPCALEXANDRIA, VA, US$1,000
Paid GrantNATIONAL AIR AND SPACE SOCIETYGENERAL OPERATINGPCWASHINGTON, DC, US$1,000
Paid GrantNEW YORK HISTORICAL SOCIETYGENERAL OPERATINGPCNEW YORK, NY, US$1,000
Paid GrantSHELIA MCBRIDE JAMES SCHOLARSHIP FUNDGENERAL OPERATINGPCWESTHAMPTON BEACH, NY, US$1,000
Paid GrantTHE WHITE HOUSE HISTORICAL ASSOCIATIONGENERAL OPERATINGPCWASHINGTON, DC, US$1,000
Paid GrantUSSGA MEMORIAL FUNDGENERAL OPERATINGPCELMSFORD, NY, US$1,000
Paid GrantWESTHAMPTON BEACH HISTORICAL SOCIETYGENERAL OPERATINGPCWESTHAMPTON BEACH, NY, US$1,000
Paid GrantFRIENDS OF WESTHAMPTON AMBULANCEGENERAL OPERATINGPCWESTHAMPTON BEACH, NY, US$500
Paid GrantAMERICAN ANCESTORSGENERAL OPERATINGPCBOSTON, MA, US$250
Filing and Contact Details

Filer

Filer Name
Clermont Foundation
EIN
04-6772671
Phone
6175631900
Address
CO HOWARD COX 220 BOYLSTON ST 15, BOSTON, MA 02116

Signing Officer

Name
Howard E Cox Jr
Title
President
Phone
6175631900
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
101 SEAPORT BLVD STE 500, BOSTON, MA 02210-2150
Preparer
Frank V Graziano
Phone
6175305000
Raw XML AppendixShowing 400 of 765 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HOWARD E COX JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JULIE DOE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR OF PHILANTHROPY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28NATIONAL AIR AND SPACE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30NEW YORK HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31NORTON MUSEUM OF ART
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34PALM BEACH POLICE & FIRE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt35PALM BEACH ZOO CONSERVATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt39SHELIA MCBRIDE JAMES SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt40SOUTHAMPTON HOSPITAL FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt42ST CHRISTOPHER'S EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt43THE AVENUE CONCEPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt44THE CHURCH OF BETHESDA BY THE SEA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt45THE JAMES C FERRER EDUCATION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt46THE NATIONAL WWII MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt47THE ORDER OF ST JOHN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt48THE PRESERVATION FOUNDATION OF PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt49THE SOCIETY OF THE CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt50THE WHITE HOUSE HISTORICAL ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt51TOWN OF PALM BEACH UNITED WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt52TRUSTEES OF DARTMOUTH COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt53USSGA MEMORIAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt55WOODS HOLE OCEANOGRAPHIC INSTITUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt56THE SOCIETY OF THE FOUR ARTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt20PC

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